Moisand Fitzgerald Tamayo’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Moisand Fitzgerald Tamayo’s Portfolio RWR Stock Details RWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$423K	Sell	3,746 -6	-0.2%	-$657	0.04%	91
2026 Q1	$379K	Sell	3,752 -11	-0.3%	-$1.13K	0.04%	88
2025 Q4	$370K	Sell	3,763 -13	-0.3%	-$1.29K	0.04%	90
2025 Q3	$379K	Buy	3,776 +1	+0%	+$98	0.04%	88
2025 Q2	$364K	Buy	3,775 +2	+0.1%	+$192	0.05%	85
2025 Q1	$374K	Sell	3,773 -24	-0.6%	-$2.4K	0.05%	81
2024 Q4	$375K	Sell	3,797 -13	-0.3%	-$1.35K	0.05%	80
2024 Q3	$407K	Sell	3,810 -107	-3%	-$10.8K	0.06%	78
2024 Q2	$365K	Sell	3,917 -14	-0.4%	-$1.27K	0.05%	81
2024 Q1	$370K	Sell	3,931 -3	-0.1%	-$279	0.06%	78
2023 Q4	$375K	Buy	3,934 +2	+0.1%	+$172	0.06%	78
2023 Q3	$326K	Sell	3,932 -5	-0.1%	-$449	0.07%	80
2023 Q2	$356K	Sell	3,937 -699	-15%	-$61.7K	0.07%	79
2023 Q1	$412K	Sell	4,636 -152	-3%	-$13.9K	0.09%	75
2022 Q4	$417K	Buy	4,788 +1	+0%	+$88	0.1%	74
2022 Q3	$403K	Sell	4,787 -13	-0.3%	-$1.27K	0.11%	71
2022 Q2	$456K	Buy	4,800 +617	+15%	+$65.3K	0.12%	68
2022 Q1	$491K	Sell	4,183 -633	-13%	-$72.1K	0.22%	53
2021 Q4	$588K	Sell	4,816 -149	-3%	-$17.2K	0.17%	60
2021 Q3	$523K	Sell	4,965 -85	-2%	-$9.32K	0.18%	62
2021 Q2	$530K	Sell	5,050 -22	-0.4%	-$2.25K	0.19%	57
2021 Q1	$480K	Sell	5,072 -22	-0.4%	-$1.99K	0.21%	56
2020 Q4	$442K	Sell	5,094 -30	-0.6%	-$2.51K	0.2%	57
2020 Q3	$400K	Sell	5,124 -38	-0.7%	-$3.02K	0.21%	54
2020 Q2	$403K	Sell	5,162 -393	-7%	-$30.1K	0.22%	53
2020 Q1	$401K	Sell	5,555 -660	-11%	-$62.5K	0.26%	50
2019 Q4	$634K	Sell	6,215 -59	-0.9%	-$6.11K	0.33%	47
2019 Q3	$656K	Buy	6,274 +91	+1%	+$9.27K	0.36%	43
2019 Q2	$611K	Sell	6,183 -36	-0.6%	-$3.58K	0.33%	45
2019 Q1	$615K	Sell	6,219 -13	-0.2%	-$1.23K	0.34%	45
2018 Q4	$536K	Buy	6,232 +1	+0%	+$91	0.34%	47
2018 Q3	$581K	Sell	6,231 -140	-2%	-$13.3K	0.32%	47
2018 Q2	$599K	Sell	6,371 -146	-2%	-$13K	0.35%	45
2018 Q1	$561K	Buy	6,517 +151	+2%	+$13.1K	0.33%	48
2017 Q4	$596K	Sell	6,366 -103	-2%	-$9.63K	0.35%	36
2017 Q3	$598K	Sell	6,469 -140	-2%	-$13K	0.36%	36
2017 Q2	$614K	Sell	6,609 -692	-9%	-$64.3K	0.42%	34
2017 Q1	$674K	Sell	7,301 -2,122	-23%	-$197K	0.48%	32
2016 Q4	$880K	Sell	9,423 -109	-1%	-$9.98K	0.65%	28
2016 Q3	$928K	Sell	9,532 -139	-1%	-$13.9K	0.7%	26
2016 Q2	$962K	Sell	9,671 -675	-7%	-$63.9K	0.79%	27
2016 Q1	$984K	Sell	10,346 -1,021	-9%	-$90.7K	0.8%	26
2015 Q4	$1.04M	Buy	+11,367	New	+$1.03M	0.9%	27